+93.6%
AAPL vs NIO
-59.9%
+153.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.9% | -6.5% | -1.0% |
| 7D | -0.7% | +5.6% | -6.3% | -1.1% |
| 30D | +1.7% | -4.2% | +5.9% | +1.9% |
| 3M | +9.7% | -26.3% | +36.0% | +12.0% |
| 6M | +19.3% | -42.5% | +61.8% | +23.9% |
| YTD | +26.3% | -33.5% | +59.8% | +29.0% |
| 1Y | +27.4% | -52.7% | +80.0% | +33.6% |
| 3Y | +93.6% | -57.5% | +151.1% | +95.8% |
| All | +93.6% | -59.9% | +153.5% | +95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling